L.K. Benson & Company, P.C.
TIMONIUM MD · SEC CIK 0002055235
$3.02亿2026Q1 申报市值
113持仓数
65.2%前十大占比 · 第一大 41.7%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TROW 加仓+$9,847.65万
SCHR 加仓+$158.75万
VTI 加仓+$104.20万
EA SERIES TRUST 加仓+$96.54万
BND 加仓+$72.93万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$21.68万
VTEB 减仓-$11.23万
VNQ 减仓-$9.65万
DIMENSIONAL ETF 减仓-$9.18万
VTV 减仓-$7.73万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $351.70万 | 1.16% | 11,770 | 940 | 8.7% | $28.09万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $378.92万 | 1.25% | 75,951 | -2,251 | -2.9% | -$11.23万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $388.14万 | 1.28% | 54,738 | 78 | 0.1% | $5,531 | 加仓 |
| IVV | ISHARES TR | $397.12万 | 1.31% | 6,081 | 63 | 1.0% | $4.11万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $407.00万 | 1.35% | 77,113 | 143 | 0.2% | $7,548 | 加仓 |
| VXF | VANGUARD INDEX FDS | $435.69万 | 1.44% | 21,172 | 1,438 | 7.3% | $29.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $464.54万 | 1.54% | 7,775 | 55 | 0.7% | $3.29万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $670.37万 | 2.22% | 270,856 | -1,914 | -0.7% | -$4.74万 | 减仓 |
| CAOS | EA SERIES TRUST | $698.96万 | 2.31% | 77,012 | 7,397 | 10.6% | $67.14万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $719.71万 | 2.38% | 288,924 | 63,729 | 28.3% | $158.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $784.32万 | 2.59% | 106,507 | 9,903 | 10.3% | $72.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $935.92万 | 3.09% | 29,174 | 3,248 | 12.5% | $104.20万 | 加仓 |
| — | EA SERIES TRUST | $1,131.49万 | 3.74% | 471,357 | 40,218 | 9.3% | $96.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,287.50万 | 4.26% | 166,972 | 3,272 | 2.0% | $25.23万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1.26亿 | 41.68% | 1,398,751 | 1,092,484 | 356.7% | $9,847.65万 | 加仓 |